Schechter Investment Advisors, LLC: SU position timeline

Schechter Investment Advisors, LLC held 16,257 SU shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 16,257 shares

   Change vs previous 13F -7,988 shares

   0.05% of the 13F portfolio, value $629,485.

   13F-HR 0001951586-25-000003 filed by Schechter Investment Advisors, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-12-31

   13F 24,245 shares

   Change vs previous 13F -1,828 shares

   0.07% of the 13F portfolio, value $865,053.

   13F-HR 0001951586-25-000001 filed by Schechter Investment Advisors, LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-09-30

   13F 26,073 shares

   Change vs previous 13F +567 shares

   0.07% of the 13F portfolio, value $962,623.

   13F-HR 0001951586-24-000004 filed by Schechter Investment Advisors, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-06-30

   13F 25,506 shares

   Change vs previous 13F +813 shares

   0.07% of the 13F portfolio, value $971,793.

   13F-HR 0001951586-24-000003 filed by Schechter Investment Advisors, LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-03-31

   13F 24,693 shares

   Change vs previous 13F +5,928 shares

   0.07% of the 13F portfolio, value $911,415.

   13F-HR 0001951586-24-000002 filed by Schechter Investment Advisors, LLC
   Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-12-31

   13F 18,765 shares

   Change vs previous 13F -6,461 shares

   0.05% of the 13F portfolio, value $601,219.

   13F-HR 0001951586-24-000001 filed by Schechter Investment Advisors, LLC
   Filed 2024-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-09-30

   13F 25,226 shares

   Change vs previous 13F +442 shares

   0.08% of the 13F portfolio, value $867,261.

   13F-HR 0001951586-23-000007 filed by Schechter Investment Advisors, LLC
   Filed 2023-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-06-30

   13F/A 24,784 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $726,669.

   13F-HR/A 0001951586-23-000005 filed by Schechter Investment Advisors, LLC
   Filed 2023-07-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).